Client Service Associate Client Service Associate …

Eaton Vance Investment Managers
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Not Specified
Eaton Vance Investment Managers
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Not Specified
By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that

By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

Basic Purpose:

To support the Investment Counselor and Client Relationship Associate in the administration of accounts of wealthy families and institutions.

Primary Responsibilities:

Maintain up to date knowledge of custodial administrative and operational requirements in regards to account maintenance.

Work with Relationship Managers and Portfolio Account Specialist to onboard new clients and open new accounts on custodial and EVIC systems.

Manage daily service requirements and respond to client requests such as movement of money and bill paying. Establish relationships with custodial contacts and internal departments regarding operations and account maintenance.

Carry out reporting requirements related to quarterly statements, communications and distribution.

Maintain compliant client records, files and billing information.

Work with Senior Client Associates on anticipating the clients’ needs, reviewing account workflows and service requirements.

Job Requirements:

Minimum 1 to 3 years of related experience. Financial Services class work, or customer service and operations experience preferred. Excellent verbal and written communication skills. Strong computer skills including Microsoft Excel, Word, PowerPoint, Adobe and Windows. Interest in learning various software applications as the job requires. Must be organized and have a strong attention to detail. Able to work in a team environment. Interest in career growth in wealth management.

This policy applies to Eaton Vance Corp. and all subsidiary companies (the “Company”).

The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. © Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110



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